Conversations captures recordings so you and your team can analyze and review meetings. This functionality allows team managers to showcase success stories to your organization, share examples for faster onboarding, and improve call coaching with live notes and recording reviews. 

To get you and your team set up for Conversations success, we've put together this Conversations admin checklist. Each step in this checklist will direct you to additional resources for set up instructions. Use the list below to track your progress!

In this article, you will learn the recommended steps to set up Conversations as a team admin, including:

1. Enable Conversations for Users
2. Configure Your Team’s Meeting Integration
3. Create Note Tags
4. Add Tracker Groups
5. Setup Team Playlists
6. Send Out the Conversations User Checklist
7. Manage Your Teams Conversations

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Enable Conversations for Users

Before your team can begin leveraging Conversations, you will need to enable it for each user on your team.

The Conversations Access Permission is a default setting that gives your entire team access to the Conversations Page. However, enabling Conversations for individual users allows you to decide which users should have full access to Conversations capabilities.

Things to Note:

• Enabling Conversations means that the user's meetings can be captured and viewed in the Conversations tab.
• If a Salesloft user does not have Conversations enabled, they can still view meetings captured for other Conversations users. 

To enable Conversations for your team, check out the Manage Conversations article. 

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Configure Your Team's Meeting Integration

Conversations leverages API meeting integrations to capture recordings. In order for Conversations to begin capturing recordings via an integration, two things must take place:

• Admin configuration
• User set up

Admin configuration involves enabling the appropriate settings and assigning user permissions. Once admin configuration is complete, each user on your team can set up the integration. User set up involves establishing a connection between their Salesloft instance and preferred virtual conferencing platform.

Before we dive into the admin configuration, here are some items you may want to consider:

• Do you want to set default recordings? (This will guarantee recordings can be added to Conversations, but may lead to storage fees or security risks.) 
• Will meeting wait rooms be enabled?
• Will you require passwords on team member's meetings?

Now it's time to configure! To learn how you can configure an integration for your team, select a video conferencing platform from the options below: 

• Zoom Integration Admin Guide
• Microsoft Teams Integration Admin Guide
• Webex Integration Admin Guide
• Google Meet Integration: (The Conversations Google Meet Integration does not require admin set up. Each user on your team can enable this integration by following the steps in our Conversations Google Meet User Setup Guide.)

 

Prefer to capture meetings another way? Well, Conversations has options! While API Integrations are the recommended method for capturing meetings, there are other ways to capture meetings in Conversation. To learn more about capturing meetings, check out our How Conversations Are Captured article. 

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Create Note Tags

Note Tags are labels your team can add to any comments made during the meeting. Once recordings are tagged, you can filter recording lists by a specific tag, to search and review the meetings with that tag.

Only an admin can create the tags your team will use. So, consider the categories that your team would like to review the most. Some common starter ideas include:

• "competitor mentioned"
• "success" 
• "needs review" 

Then, check out Manage Conversations to learn how to add and edit Note Tags. 

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Add Tracker Groups

Tracker groups define words or phrases Conversations will search for during a call. Managers can use tracker groups as an additional coaching tool to make sure a subject of importance is mentioned or to help a rep get rid of a pesky crutch word habit.

As an admin, you decide the words and phrases to zero in on with tracker groups. For example, my manager would create a tracker group that includes "so" and "and" because that's how I start way too many of my spoken sentences. The tracker group would help increase my awareness and, hopefully, improve my way of speaking. 

To learn how tracker groups are created, check out the Manage Tracker Settings article. 

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Setup Team Playlists

Conversations playlists are collections of recordings saved in a view. Anyone on your team can create or view a playlists. However, to keep playlists collaborative, you may want to go ahead and create some standard playlists for your team. Here are some playlists suggestions: 

• Playlists to train new reps on the parts of your Sales process from Qualifying to Close.
• Rep specific playlists to track progress. 
• Playlists for wins vs losses.

To learn more about playlists, check out the Conversations Playlists Tab article.  

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Send Out the Conversations User Checklist

Good news! Your part in setting up Conversations as an admin is almost complete. Now, it's your team's turn to set up their own instances. 

Once you've completed the steps above, send each Conversations-enabled user the Conversations User Checklist. 

Here, they will walk through the set up instructions as a user. You can also follow these steps for your own Salesloft instance. You will also find a daily Conversations checklist with the recommended steps for Conversations success.

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Manage Your Teams Conversations

The Conversations your team has are an important part of your sales process, so managing those conversations is crucial.

The Conversations admin settings allow you to manage the way your team interacts with Conversations including, managing storage, determining which calls are recorded, and more.

To learn more about the Conversations admin settings, check out out Manage Conversations article.